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The Business Needs of an Account Management Integration


accounting management software integration

If you operate a business of any size, then you are most likely familiar with one of the market’s popular forms of accounting software, like Quickbooks, Sage50 or Bookkeeper. What you may be less certain of is how or why to integrate your accounting software into your CRM system. Read on for an overview.

The Benefits of Accounting Software integration

The main reason people choose to integrate their accounting software with a CRM system is because it consolidates your data and your workflow. In general, the more you can combine systems, the greater your efficiency. Other benefits of accounting software CRM integration include: increased consistency in information for your sales team and accounting staff, faster responses to customer inquiries about pricing or invoices, and less data duplication or human error. In sum, integrating your accounting software into a CRM system leads to a more reliable solution than having two separate systems.

What Accounting Management Software integration Does

When you integrate your CRM to account management software, it causes the two systems to communicate with one another.

When you integrate your CRM to account management software, it causes the two systems to communicate with one another. This means data can be transferred back and forth, and that the accounting software’s advanced bookkeeping capabilities will be combined with the CRM system’s communication abilities. Specifically, an integration between accounting software and CRM may cause products and pricing to be imported into the CRM system, orders to be moved from the CRM system to the accounting software, invoices to be moved from the accounting software to the CRM, and more.

 

Accounting Management Software integration in Texas

One of Clarity’s specialities is in website integration to ERP and CRM. If you operate multiple systems, consider the benefits of integrating them into one efficient, powerful business mechanism. contact a Clarity representative today to learn more.

 


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